Summary
Overview
Work History
Education
Skills
Timeline
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Kanupriya Kansal

Kanupriya Kansal

Gurgaon

Summary

Dynamic financial services professional with over 9 years of experience, including 7 years in wealth management sales and 2.5 years in investment operations. Proven expertise in managing HNI portfolios, delivering personalized investment strategies, and enhancing client retention through insights-driven engagement. Act as a key bridge between frontline advisory teams and product development by channeling client feedback, conducting competitor benchmarking, and influencing enhancements in mutual fund platforms, investment reports, and planning tools. Strong interpersonal and stakeholder coordination skills, with a solid foundation in investment products, operational processes, and business enablement.

Overview

12
12
years of professional experience

Work History

Senior Manager

Bajaj Capital
06.2019 - Current
  • Made personalized investment strategies for HNI clients by aligning financial goals with data-driven portfolio construction and asset allocation.
  • Collaborated cross-functionally with research, product, and marketing teams to enhance investment propositions and sales enablement initiatives.
  • Acted as a strategic partner for internal stakeholders by delivering high-impact presentations, investment performance reports, and actionable insights.
  • Identified automation opportunities and worked with internal teams to enable client engagement workflows.
  • Maximized performance by monitoring daily activities and mentoring team members.
  • Managed key account relationships, ensuring delivery of tailored wealth solutions while contributing to AUM growth and operational excellence.

Wealth Manager

ICICI Securities
06.2018 - 04.2019
  • Delivered end-to-end investment advisory services, analyzing macroeconomic and portfolio performance indicators to optimize client outcomes.
  • Updated clients on changes in tax laws and other regulations affecting investments.
  • Researched current economic trends and investment opportunities to stay abreast of financial markets.
  • Coordinated with centralized research and product teams to optimize client acquisition and retention strategies.

Digital Marketing Intern

Quikr
05.2017 - 07.2017
  • Worked on improving the digital marketing content of QuikrHomes.
  • Understanding client behavior for renewing the QuikrJobs package through primary research and competition analysis through secondary research.
  • Identified issues and USPs of QuikrJobs and suggested product improvements

Senior Executive- Digital Marketing

seeDoc
07.2015 - 06.2016
  • Executed data-driven digital campaigns and developed competitor insight reports to guide content and user growth strategy.
  • Planning of marketing strategies to help drive traffic and customer engagement.

Associate- Retail Operations

Fidelity International
01.2013 - 07.2015
  • End to end operational management of clients' mutual fund portfolio and ensuring adherence to SLAs.
  • Develop executive dashboards and reports against defined SLA's.
  • Driving continuous process improvement on a month on month basis and subsequent business testing.

Education

PGDM E-Business - Marketing

Welingkar Institute of Mgmt Development & Research
Bengaluru
05.2018

B.com Honors -

Delhi University
Delhi
05.2012

Skills

  • Portfolio Management
  • Investment Advisory
  • Client Engagement
  • Lead generation strategies
  • Interpersonal Communication
  • Effective customer service
  • Social media marketing
  • Team Player
  • Competitor Analysis
  • Platform Enhancement

Timeline

Senior Manager

Bajaj Capital
06.2019 - Current

Wealth Manager

ICICI Securities
06.2018 - 04.2019

Digital Marketing Intern

Quikr
05.2017 - 07.2017

Senior Executive- Digital Marketing

seeDoc
07.2015 - 06.2016

Associate- Retail Operations

Fidelity International
01.2013 - 07.2015

PGDM E-Business - Marketing

Welingkar Institute of Mgmt Development & Research

B.com Honors -

Delhi University

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Kanupriya Kansal